Completix

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Structure every request.
Govern every project.
Deliver every time.

Completix gives PMOs the intake framework to control what enters the portfolio, and the governance engine to ensure everything that runs, runs right.

Schedule Your Free Demo →
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Hero Visual — Stage Flow
1
Intake Request
Business case submitted & logged
2
Score & Prioritize
Ranked by value, risk & effort
3
Gate Review
Committee approval & sign-off
4
Execute & Govern
Stage gates enforced throughout
5
Report & Close
Benefits tracked to closure
📋
Active Stage
Hero Stats
3×
Faster intake decisions
62%
Fewer governance exceptions
100%
Portfolio visibility
5hrs
Saved per PM per week
Why Completix for PMO

Built for PMOs that need to scale

Most platforms track projects. Completix runs the PMO, from the first intake request to the final delivery report.

Value Cards

Governance & Project Delivery Excellence

Standardize processes across every project with configurable stage-gate frameworks. Enforce compliance and consistency without slowing teams down.

Explore Governance

Demand & Intake Management

Replace email threads with structured intake workflows. Score, rank, and route every request before a single resource is committed.

Explore Intake

Bottleneck Resolution & Resource Efficiency

Spot overallocation and capacity gaps before they become crises. Balance workloads and align resources to the right initiatives at the right time.

Explore Resources

Centralized Vision & Actionable Insights

Real-time executive dashboards with full portfolio visibility. Reduce risks, forecast with confidence, and walk into every leadership meeting prepared.

Explore Dashboards
Project Governance

One framework. Every project. No exceptions.

Completix enforces your governance methodology across every initiative, so process consistency isn't left up to each PM. Build the standard once, then let the platform hold it.

Governance Checklist
  • Configurable stage-gate workflows with mandatory checkpoints
  • Automated gate reviews and approval routing
  • Governance templates applied at project creation
  • Policy compliance checks and audit-ready records
  • Escalation paths triggered by RAG status or missed gates
Explore Project Governance →
Governance Gantt
Portfolio — PMLC Delivery Timeline
Project
Jan Feb Mar Apr May Jun
ERP Migration
Executing Gate 3 ✓
Data Lake Ph.2
Planning Gate 2 — at risk
Portal Rebuild
Gate Blocked Awaiting sign-off
BI Suite
Initiated Gate 1 ✓
▲ Today
On Track At Risk Gate Blocked Initiated
Demand Management — Request Pipeline
Submitted 3
In Review 2
Approved 2
7
Total Requests
3×
Faster Decisions
100%
Audit Trail
Intake Management

Every request reviewed. Every decision justified.

Completix replaces the email backlog with a structured intake workflow, so PMOs can evaluate, score, and prioritize before a single resource is committed.

Stop letting urgency override strategy. Apply consistent scoring criteria, route requests to the right approvers, and build a pipeline your portfolio committee can trust.

Demand Management Checklist
  • Standardized forms with business justification
  • Multi-criteria scoring: strategic value, effort, risk, and ROI
  • Automated prioritization ranking and committee routing
  • Approval workflows with full decision audit trail
  • Pipeline-to-project handoff, no re-entry required
Explore Intake Management →
Financial Control

Financial clarity across every project

Completix gives PMOs real-time financial control across the entire portfolio, not just at the individual project level. Track budgets, actuals, and forecasts with monthly breakdowns and automatic variance analysis. Keep every project financially accountable without burdening PMs with manual reporting.

Financial Control Checklist
  • Budget vs. actuals vs. forecast, tracked in real time at project and portfolio level
  • Automatic variance analysis and monthly financial breakdowns
  • Fiscal year controls and budget locking to enforce financial discipline
  • Vendor cost tracking, quotes to invoices, fully reconciled
Explore Financial Manegement →
Portfolio Financial Tracking
Forecast Actuals
Jan 2026
Forecast$33,964
Actuals$0
Project Jan Feb Mar Apr
FA FA FA FA
Data Migration $33,618$0 $20,640$22,000 $10,248$10,000 $1,408$260
Marketing Launch $346$0 $1,152$3,600 $0$0 $0$0
Biotech Onboarding $3600/td>$0 $0$0 $0$0 $29,000$28,900
Total $33,964$0 $21,792$25,600 $26,248$26,200 $30,408$29,160
Governance Benefits

Governance that drives better delivery.

Structure isn't overhead. It's the foundation that lets PMOs move faster, with fewer surprises and more confidence at every level of the organization.

47

Active projects governed

81%

Gate compliance rate

9

Requests in review queue

100%

Audit traceability

Governance Benefits List
1

Decision Control

Control risk with Go/No-Go decision points at every phase. Only viable, well-planned initiatives move forward, with the data to back the decision.

4×
clearer approval
discipline
2

Standardization

Guide every team through the same repeatable governance model. Reduce ambiguity, improve control, and limit delivery errors across your entire portfolio.

1
common delivery
framework
3

Compliance

Stay audit-ready at all times. Built-in governance records, decision checkpoints, and traceability mean you're never scrambling when questions arise.

100%
governance
traceability
4

Delivery Enablement

Streamline delivery with prebuilt templates and governance checkpoints. Every project launches with structure already in place, not added later.

60%
less setup and
admin effort
Get Started

Ready to run your PMO the right way?

Give your team the intake structure and governance framework they need to deliver consistently, at any scale.

Schedule Your Free Demo →
Capabilities

End-to-End PMO in one platform

Six strategic PMO functions, unified. Built so nothing falls through the cracks between teams, tools, or reporting cycles.

Platform Capabilities

Executive Dashboards

Real-time portfolio views with RAG status, budget variance, and milestone tracking. Board-ready without any manual assembly.

Project Governance

Stage-gate frameworks and approval workflows applied consistently across every project, regardless of who the PM is.

Resource Management

Capacity planning and allocation visibility across the whole portfolio. Balance teams before overallocation becomes a delivery risk.

Financial Management

Budget tracking, cost forecasting, and variance analysis at the project and portfolio level. Align every dollar to organizational goals.

Risk & Issue Control

RAID logs, trigger-based warning engine, and escalation paths that surface problems early, before they become executive surprises.

Portfolio Management

Align initiatives to strategic objectives, track benefit realization, and model scenarios before committing resources across the portfolio.

Changelog

Dec 14, 2024

  • New – Warning Center
  • Improved –  Portfolios – Added ability to create a portfolio of Programs
  • Improved – All Projects list now includes programs
  • Improved – Trigger settings page is better organized
  • New – Project rating triggers
  • Improved – Outlook Integration now has the ability to sync your Out of Office Availability
  • Improved – My Availability can be set in hours as well as days
  • Fix – Various bug fixes and UI tune-ups

Nov 18, 2024

  • New – Task Templates
  • Improved –  Search can find checklist items in tasks
  • Improved – Budget. Cell-assignment has, for each resource, an added total and total to date field.
  • Improved – Adding user to project  has a new interface where multiple team member can be added by selecting form a list
  • New – Timesheet report export has an added option to export all months on record.
  • Improved – Outlook Integration now has the ability to sync your Out of Office Availability
  • Improved – My Availability can be set in hours as well as days
  • Fix – Various bug fixes and UI tune-ups

Oct 16, 2024

  • New – Outlook 2-way Integration
  • Improved –  Forecast calculation
  • Improved – Allocation. When effort-driven is enabled, Task s in allocation now show start/end dates
  • Improved – Timesheet functionalities
  • Fix – Various bug fixes

Aug 29, 2024

  • New – Users Calendar. Unified view of all user’s calendar
  • New – Vacation calendar. Visualize your resources’ vacations in a searchable centralized calendar
  • New – Allocation Gantt. A new view that represent resources’ allocation in a Gannt chart
  • New – My Availability. Each user can set their own working time and days off. The availability is fully automated with the schedule, forecast and allocation
  • New – Effort based schedule. You can now assign effort to tasks in the schedule and report them in the Timesheet. Timesheet entries are automatically calculated and pre-populated.
  • New – Task based Timesheet. You can now report time against assigned schedule’s tasks. This functionality is tied to Effort based schedule.
  • New –  Each project has a dedicated general chat
  • New –  Timesheet custom entries. Add non-billable hours to the timesheet and visualize reports. For example you can track a resource’s vacation days.
  • New –  Added new interactive resources’ effort reports with time/cost views
  • New – Multi-Language support
  • Improved –  Timesheet reports now include “To Date” tally
  • Improved – In the resource view, actuals and forecast are now displayed side-by-side
  • Improved – Vendors logos are now automatically added to the vendor component.
  • Improved – New schedule, forecast and actuals triggers have been added to improve the warning engine
  • Improved – Search functionality now includes RAID items
  • Improved – Gantt charts have a new rounded look and have the resource(s) assigned visible in the bar
  • Improved – Raid. You can now hide all RAID items, while in list view, that are closed with the click of a button.
  • Change – Allocation calculation are no longer tied to the project end, and instead rely on the allocation calendar
  • UI tune-up– All dashboards have bigger graphic counters and a new coloring scheme to clearly separate the budget data from the rest.
  • Fix – Various bug fixes

Jun 7, 2024

  • New – Change Request impacting the schedule are now automatically updating the “Approved end date” of the project and are clearly flagged. 
  • New – Project duration (in days) is now displayed in the overview page and in the status report. 
  • Improved – Schedule and RAID filters have been improved
  • New – Baseline capability has been added to the schedule
  • New – Schedule history is now available. The schedule automatically save itself and provides multipole restore points
  • Improved – New triggers have been added to the warning engine to better support more use cases
  • New – Search is now available across the entire site  and covers multiple items
  • Improved: project search now includes RAID items
  • New: In the Simplified view, we have added the Tasks Kanban view. The Kanban view is now the default one

Apr 20, 2024

  • New – Document search is indexed and fully integrated with external drives (OD. GD. etc).
  • Improved – Schedule and RAID filters have been improved 
  • Improved – Milestones in gantt chart are placed in different level when colliding
  • Improved – CSV exports data improvement
  • Improved – Dashboards columns are also customizable “per user” and can be set directly in the dashboard.
  • Fix – Fixed bugs in schedule and RAID where resources couldn’t be copied via context menu

Mar 16, 2024

  • New – OneDrive Integration (2-way) 
  • New – Google Drive Integration (2-way)
  • New – Schedule Kanban view
  • New – Tracking and Operational initiatives have been simplified and add the ability to migrate to a full project
  • Improved – Document templates can now be organized into folders

Jan 29, 2024

  • Improved – Site Settings’ UI has a new look with explanation and guide
  • New – Portfolio status can now be exported unified 
  • New – Jira Integration (2-way)
  • New– MS Project Integration (2-way)
  • New– Simplified view – Record is committed automatically

Dec 22, 2023

  • New – Introduced a FREE plan
  • New – Introduced a new trigger-based Warning engine
  • New – Added charts for budget’s status
  • New– Added Portfolio Manager role
  • New– Added Portfolio view in My Dash for assigned Portfolio Managers
  • New – Project type can be hidden if not in use
  • Improved – Status reports now export in PDF landscape for better readability

Nov 25, 2023

  • Fix – Bugs and UI tune-ups
  • New – RAID Cards in Kanban mode have an updated look
  • New – Added 5 custom budget fields. You can track your own custom financial targets and display them in the various dashboards and status reports
  • New – Budget templates can now be created by importing directly from MS Excel
  • New– When, in a project, components are hidden, all related options are also hidden
  • New– Added a Resource view for Portfolios

Nov 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Operational and Task Tracking as type of initiatives
  • New – Project type tags are now colored differently for a better experience
  • New – Project types are now tracked in the Dashboards
  • New– Added ability to show/hide all details’ components separately in the Overview page 
  • New – Added a “Note” field in vendor expenses.

Oct 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Financials lock
  • New – Dashboards: added alert icons for values over the baseline 

Sep 6, 2023

  • Fix – Fixed FY calculation in PM Dashboard
  • New – Introduced a new Trial start Welcome guided setup
  • New – Table’s headers have a new and improved look
  • New – Added option to include/exclude any given project in the overall Budget and/or Financials calculations
  • New – Added option to enable/disable the budget fiscal on a per project basis

Aug 25, 2023

  • Fix – Bugs and UI tune-ups
  • Update – We updated all internal libraries to the latest version 
  • New – Introduced a Simplified project type to be used for task tracking type activities
  • New – Increased the number of components that can be turned off separately
  • New – Tasks can now be added directly from the dashboards
  • New – The Trial plan has been simplified by turning off, by default, all advanced components. All features can be turn back on in the Site settings
  • New – Individual users can now customize their dashboards by show/hide columns of data. Go to “My Account” to customize it.

Aug 10, 2023

  • Fix – Bugs and UI tune-ups
  • New – Grouping of resources in MyTeams
  • New – Pre-built budget “Estimates vs Actuals”
  • New – Status report now has a new widget: Summary bar
  • New – More components can be turned off separately
  • New – New tasks can be added directly from the dashboard

Completix for mobile is not ready yet

We are working hard creating a mobile version that meets your needs